I can make an allocation from a purchase form

This guide outlines the steps to allocate a purchase from the purchase form.

Allocating a Purchase

Step 1: Add a purchase.



Step 2: Select the supplier.



Step 3: Ensure all the respective information populates automatically based on the default settings. After all the details are populated, click on Next.



Step 4: Select the material.



Step 5: Provide an estimated quantity and Minimum quantity per load. The number of loads should populate automatically.



Step 6: Choose an Incoterm.



Step 7: In the Allocate to field, select the customer.



Step 8: Populate the destination.



Step 9: Select an associated sale. When making an allocation from the purchase form, suggested sales are visible once the customer is selected.



Allocating Purchase to a Warehouse

Step 1: Allocate this purchase to a warehouse. Under the Allocate to field, scroll down to the warehouse option and select it.



Step 2: Select the material in inventory.



Step 3: Select the location.



Step 4: Provide a price and click on Save. The purchase has been allocated to the warehouse successfully. To check this, go to Allocations and scroll below. The purchase should be visible as allocated to the warehouse. To check, navigate to the allocations page and scroll below.





Checking Allocations

Step 1: Navigate to the Loads page. Select a load.



Step 2: Click on Allocation Info. Here, there's an option of allocating a specific load to a sale or a warehouse.

Updated on: 28/10/2024